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Import Portfolios in .XLS OR .CSV Format
Show How-To-Use Instructions
- To choose which portfolio source you want, select an option from the drop-down combobox below.
- To search for your intended portfolio, left-click the [Choose File] button.
- Find the .xls or .csv formatted portfolio you want to import, left-click it once and then click [Open].
- To upload your portfolio, confirm the chosen .xls or .csv file name is beside the [Choose File] button, then left-click orange [Upload] button.
- To complete the import of your file, left-click the orange [Import Now] button.